Leadership
Ty SchlobohmManaging Director
Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExPManaging Director
J.P. Simmons, CFP®, CLU®Chief Practice Development Officer
Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCPChief Talent Officer
Tim E. Wittenbrook, CFP®Managing Director
Robert M. Twitchell, MBA, CFAManaging Director
Scott F. Rewey, MBA, CFP®Managing Director
Charles R. Carter, CFP® Managing Director
K. Paige Kirkland, J.D.Managing Director
Peter N. Reist, CPA/PFS, AIF® Managing Director
Timothy M. Dean, CPAChief Financial Officer, Retired
Timothy M. Dean, CPAChief Financial Officer, Retired
S. Bowden "Bo" Wilkins, ChFC®, CAP®, CLU®Managing Director
Jeffrey H. Thomasson, MBA, CFP® CEO & Managing Director
Debora A. Bennett, CFP® Managing Director
Debora A. Bennett, CFP® Managing Director
Seema J. Ackerman, MBA Managing Director
Nicholas S. Klein, MBA, CAIA Managing Director
C. Richard Davis II, J.D., CFP® Managing Director
Nicholas S. Klein, MBA, CAIAManaging Director
Kristina R. Baron, MBA Managing Director & Chairman of the Oxford Investment Board
Karen H. Mersereau, MST, CPA/PFS, CFP®, CIMA® Managing Director
Jason R. Brinks, CFP®, CTFA Managing Director
Jason R. Brinks, CFP®, CTFA Managing Director
Andrew D. Filauro, MBAManaging Director
C. Richard Davis II, J.D., CFP® Managing Director
Jeffrey H. Thomasson, MBA, CFP® Chief Executive Officer & Managing Director
Laura J. Clark, CFA Managing Director
Josiah P. Sears Managing Director
C. Richard Davis II, J.D., CFP® Managing Director
Jeffrey H. Thomasson, MBA, CFP® Chief Executive Officer & Managing Director
